RIA Intelligence

JAMES J. BURNS & COMPANY, LLC

Legal name: J.J. BURNS & COMPANY

CRD #140452 SEC #801-66736 MELVILLE, NY 631-390-0500
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
15
Clients
26
Accounts
2,064

Firm Details

Organization Type
Limited Liability Company
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 28, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
EVANS, JESSICAIMANAGER OF CLIENT SERVICES & CCONA Control
EVANS, JESSICAIMANAGER OF CLIENT SERVICES & CCONA Control
EVANS, JESSICAIMANAGER OF CLIENT SERVICES & CCONA Control
EVANS, JESSICAIMANAGER OF CLIENT SERVICES & CCONA Control
EVANS, JESSICAIMANAGER OF CLIENT SERVICES & CCONA Control
EVANS, JESSICAIMANAGER OF CLIENT SERVICES & CCONA Control
KOHLER, ADAMIDIRECTOR OF FINANCIAL PLANNINGNA
KOHLER, ADAMIDIRECTOR OF FINANCIAL PLANNINGNA
KOHLER, ADAMIDIRECTOR OF FINANCIAL PLANNINGNA
LAGIGLIA, ANTHONYIMANAGING DIRECTORNA Control
LAGIGLIA, ANTHONYIMANAGING DIRECTORNA Control
LAGIGLIA, ANTHONYIMANAGING DIRECTORNA Control
LAGIGLIA, ANTHONYIMANAGING DIRECTORNA Control
LAGIGLIA, ANTHONYIMANAGING DIRECTORNA Control
LAGIGLIA, ANTHONYIMANAGING DIRECTORNA Control
MULA, STEVEN, CHARLESICHIEF INVESTMENT OFFICERNA
MULA, STEVEN, CHARLESICHIEF INVESTMENT OFFICERNA
MULA, STEVEN, CHARLESICHIEF INVESTMENT OFFICERNA
MULA, STEVEN, CHARLESICHIEF INVESTMENT OFFICERNA
MULA, STEVEN, CHARLESICHIEF INVESTMENT OFFICERNA
MULA, STEVEN, CHARLESICHIEF INVESTMENT OFFICERNA
BURNS, JAMES, JOSEPHICHIEF COMPLIANCE OFFICER AND EQUITY OWNERE Control
BURNS, JAMES, JOSEPHICHIEF COMPLIANCE OFFICER AND EQUITY OWNERE Control
BURNS, JAMES, JOSEPHICHIEF COMPLIANCE OFFICER AND EQUITY OWNERE Control
BURNS, JAMES, JOSEPHICHIEF COMPLIANCE OFFICER AND EQUITY OWNERE Control
BURNS, JAMES, JOSEPHICHIEF COMPLIANCE OFFICER AND EQUITY OWNERE Control
BURNS, JAMES, JOSEPHICHIEF COMPLIANCE OFFICER AND EQUITY OWNERE Control
BURNS, JAMES, JOSEPHICHIEF COMPLIANCE OFFICER AND EQUITY OWNERE Control
BURNS, JAMES, JOSEPHICHIEF COMPLIANCE OFFICER AND EQUITY OWNERE Control
BURNS, JAMES, JOSEPHICHIEF COMPLIANCE OFFICER AND EQUITY OWNERE Control
BURNS, JAMES, JOSEPHICHIEF COMPLIANCE OFFICER AND EQUITY OWNERE Control
BURNS, JAMES, JOSEPHICHIEF COMPLIANCE OFFICER AND EQUITY OWNERE Control
BURNS, JAMES, JOSEPHICHIEF COMPLIANCE OFFICER AND EQUITY OWNERE Control
BURNS, JAMES, JOSEPHICHIEF COMPLIANCE OFFICER AND EQUITY OWNERE Control
BURNS, JAMES, JOSEPHICHIEF COMPLIANCE OFFICER AND EQUITY OWNERE Control
BURNS, JAMES, JOSEPHICHIEF COMPLIANCE OFFICER AND EQUITY OWNERE Control
BURNS, JAMES, JOSEPHICHIEF COMPLIANCE OFFICER AND EQUITY OWNERE Control
BURNS, JAMES, JOSEPHICHIEF COMPLIANCE OFFICER AND EQUITY OWNERE Control
BURNS, JAMES, JOSEPHICHIEF COMPLIANCE OFFICER AND EQUITY OWNERE Control
BURNS, JAMES, JOSEPHICHIEF COMPLIANCE OFFICER AND EQUITY OWNERE Control
BURNS, JAMES, JOSEPHICHIEF COMPLIANCE OFFICER AND EQUITY OWNERE Control
BURNS, JAMES, JOSEPHICHIEF COMPLIANCE OFFICER AND EQUITY OWNERE Control
BURNS, JAMES, JOSEPHICHIEF COMPLIANCE OFFICER AND EQUITY OWNERE Control
BURNS, JAMES, JOSEPHICHIEF COMPLIANCE OFFICER AND EQUITY OWNERE Control
BURNS, JAMES, JOSEPHICHIEF COMPLIANCE OFFICER AND EQUITY OWNERE Control
BURNS, JAMES, JOSEPHICHIEF COMPLIANCE OFFICER AND EQUITY OWNERE Control
BURNS, JAMES, JOSEPHICHIEF COMPLIANCE OFFICER AND EQUITY OWNERE Control
BURNS, JAMES, JOSEPHICHIEF COMPLIANCE OFFICER AND EQUITY OWNERE Control
BURNS, JAMES, JOSEPHICHIEF COMPLIANCE OFFICER AND EQUITY OWNERE Control
BURNS, JAMES, JOSEPHICHIEF COMPLIANCE OFFICER AND EQUITY OWNERE Control
BURNS, JAMES, JOSEPHICHIEF COMPLIANCE OFFICER AND EQUITY OWNERE Control
BURNS, JAMES, JOSEPHICHIEF COMPLIANCE OFFICER AND EQUITY OWNERE Control
BURNS, JAMES, JOSEPHIPRESIDENTE Control
BURNS, JAMES, JOSEPHIPRESIDENTE Control
BURNS, JAMES, JOSEPHIPRESIDENTE Control
BURNS, JAMES, JOSEPHIPRESIDENT/CEOE Control
BURNS, JAMES, JOSEPHIPRESIDENT/CEOE Control
BURNS, JAMES, JOSEPHIPRESIDENT/CEOE Control

Registrations

Federal

IA
Feb 28, 2025 REGISTERED

Notice Filings (15)

CA CT FL GA IL MA MD NC NH NJ NV NY PA SC TX

Address

225 BROADHOLLOW ROAD
SUITE 410
MELVILLE, NY 11747
United States
Phone: 631-390-0500